ACI
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Advance Capital I’s Weyerhaeuser WY Stock Holding History

Advance Capital I’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-13,400
Closed -$366K – 209
2015
Q3 		$366K Sell
13,400
-6,400
-32% -$189K 0.3% 142
2015
Q2 		$624K Buy
+19,800
New +$637K 0.41% 129

Other funds holding WY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Advance Capital I's WY Position: Q4 2015 in Review

Advance Capital I sold out of Weyerhaeuser (WY) in Q4 2015, closing a stake of 13,400 shares — an estimated $366K sold.

Advance Capital I first reported a position in WY in Q2 2015 and held it in 2 quarters. The position peaked at $624K in Q2 2015. 601 funds tracked by Wall St. Rank hold WY as of Q4 2015.

  • Advance Capital I reported no remaining Weyerhaeuser position as of Q4 2015 after selling out during the quarter.
  • Advance Capital I sold 13,400 Weyerhaeuser shares in Q4 2015, an estimated $366K.
  • Advance Capital I first reported a position in Weyerhaeuser in Q2 2015 and held it in 2 quarters.
  • Advance Capital I's Weyerhaeuser position peaked at $624K in Q2 2015.
  • 601 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2015.

Based on Advance Capital I's 13F filing for Q4 2015, filed 8 Feb 2016.